Shell plc
SHEL- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001306965
No open-market purchases or sales by Shell plc insiders were filed in the last 90 days; 1,531 institutions reported holding it in 13F filings for Q2 2026, worth $28.8B in total; Semper Augustus is the only superinvestor holding it.
Other share classesRYDAF
13F holders, Q4 2023
Institutional positions in Shell plc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,315
- +72 vs. Q3 2023
- Shares held
- 329.2M
- +3.38M (+1.0%) vs. Q3 2023
- Total value
- $21.6B
- +$663.7M (+3.2%) vs. Q3 2023
- New holders
- 162
- 399 more added
- Sold out
- 90
- 521 more reduced
22 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,531 | $28.8B |
| Q1 2026 | 1,596 | $34.5B |
| Q4 2025 | 1,456 | $26.5B |
| Q3 2025 | 1,393 | $25.9B |
| Q2 2025 | 1,396 | $26.6B |
| Q1 2025 | 1,418 | $28.5B |
| Q4 2024 | 1,383 | $23.8B |
| Q3 2024 | 1,354 | $23.8B |
| Q2 2024 | 1,387 | $25.6B |
| Q1 2024 | 1,345 | $22.6B |
| Q4 2023 | 1,315 | $21.6B |
| Q3 2023 | 1,265 | $21.0B |
| Q2 2023 | 1,205 | $18.6B |
| Q1 2023 | 1,194 | $17.3B |
| Q4 2022 | 1,185 | $15.9B |
| Q3 2022 | 1,099 | $14.2B |
| Q2 2022 | 1,125 | $15.3B |
| Q1 2022 | 988 | $15.3B |
| Q4 2021 | 12 | $8.81M |
| Q3 2021 | 6 | $175.1K |
| Q2 2021 | 5 | $154.5K |
| Q1 2021 | 5 | $149.9K |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JCIC Asset Management Inc. | 45,129 | $2.97M | 1.33% | −323−0.7% | Reduced |
| Susquehanna International Securities, Ltd. | 45,272 | $2.98M | 2.16% | +45,272 | New |
| Susquehanna International Group Ltd. | 45,417 | $2.99M | 0.68% | +45,417 | New |
| Cetera Advisors LLC | 46,119 | $3.03M | 0.04% | −573−1.2% | Reduced |
| Moors & Cabot, Inc. | 46,760 | $3.08M | 0.19% | +646+1.4% | Added |
| Oppenheimer & Co Inc | 47,008 | $3.09M | 0.06% | −983−2.0% | Reduced |
| Colony Group, LLC | 47,198 | $3.11M | 0.04% | +47,198 | New |
| Madison Asset Management, LLC | 47,385 | $3.12M | 0.04% | −2,509−5.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 47,450 | $3.12M | 0.38% | −100−0.2% | Reduced |
| Columbia Asset Management | 47,937 | $3.15M | 0.64% | +340+0.7% | Added |
| LSV Asset Management | 48,400 | $3.19M | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 48,536 | $3.19M | 0.12% | +2,860+6.3% | Added |
| Cetera Investment Advisers | 48,789 | $3.21M | 0.03% | −7,621−13.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 49,056 | $3.23M | 0.01% | +831+1.7% | Added |
| Credential Qtrade Securities Inc. | 49,388 | $3.25M | 0.19% | −5,053−9.3% | Reduced |
| Altrafin AG | 49,829 | $3.28M | 1.26% | +12,827+34.7% | Added |
| Wetherby Asset Management Inc | 50,040 | $3.29M | 0.17% | −129−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 50,074 | $3.29M | 0.14% | +140.0% | Added |
| Park Avenue Securities LLC | 50,270 | $3.31M | 0.05% | +1,707+3.5% | Added |
| Altshuler Shaham Ltd | 50,504 | $3.32M | 0.18% | +23,018+83.7% | Added |
| SIR Capital Management, L.P. | 50,900 | $3.35M | 0.34% | −287,564−85.0% | Reduced |
| Quantbot Technologies LP | 51,063 | $3.36M | 0.20% | +50,454+8,284.7% | Added |
| Signaturefd, LLC | 51,572 | $3.39M | 0.08% | +2,217+4.5% | Added |
| Americana Partners, LLC | 52,163 | $3.41M | 0.32% | +35,221+207.9% | Added |
| Cary Street Partners Asset Management LLC | 52,148 | $3.43M | 0.59% | −2,505−4.6% | Reduced |
| Fort Sheridan Advisors LLC | 52,620 | $3.46M | 0.69% | +598+1.1% | Added |
| Parallax Volatility Advisers, L.P. | 53,129 | $3.50M | 0.10% | −48,597−47.8% | Reduced |
| Kestra Advisory Services, LLC | 53,603 | $3.53M | 0.03% | +765+1.4% | Added |
| Atria Wealth Solutions, Inc. | 53,816 | $3.54M | 0.04% | −1,021−1.9% | Reduced |
| Weatherly Asset Management L. P. | 53,918 | $3.55M | 0.38% | −1,572−2.8% | Reduced |
| Concentric Wealth Management, LLC | 53,921 | $3.55M | 1.03% | −665−1.2% | Reduced |
| Brinker Capital Investments, LLC | 55,931 | $3.61M | 0.04% | −22,042−28.3% | Reduced |
| Orion Portfolio Solutions, LLC | 55,931 | $3.61M | 0.04% | −22,042−28.3% | Reduced |
| Bridge Creek Capital Management LLC | 54,988 | $3.62M | 1.26% | −1,715−3.0% | Reduced |
| Asio Capital, LLC | 55,135 | $3.63M | 0.85% | +608+1.1% | Added |
| Richard P Slaughter Associates Inc | 55,165 | $3.63M | 0.90% | −188−0.3% | Reduced |
| Phoenix Holdings Ltd. | 49,083 | $3.63M | 0.06% | +5,803+13.4% | Added |
| Cardinal Capital Management | 55,293 | $3.64M | 0.69% | −92−0.2% | Reduced |
| Reik & Co., LLC | 55,816 | $3.67M | 1.03% | −2,070−3.6% | Reduced |
| Commerce Bank | 56,955 | $3.75M | 0.03% | −150−0.3% | Reduced |
| Deltec Asset Management LLC | 57,204 | $3.76M | 0.85% | −9,950−14.8% | Reduced |
| Quantitative Investment Management, LLC | 57,339 | $3.77M | 0.22% | +57,339 | New |
| CWM, LLC | 57,571 | $3.79M | 0.02% | −430−0.7% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.79M | 0.20% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 58,039 | $3.82M | 0.04% | +2,700+4.9% | Added |
| Bokf, NA | 58,805 | $3.87M | 0.08% | −30,699−34.3% | Reduced |
| Dodge & Cox | 58,813 | $3.87M | 0.00% | −1,200−2.0% | Reduced |
| Huntington National Bank | 58,959 | $3.88M | 0.04% | −3,096−5.0% | Reduced |
| Jefferies Financial Group Inc. | 60,305 | $3.97M | 0.06% | +3,191+5.6% | Added |
| Deutsche Bank AG | 60,795 | $4.00M | 0.00% | −1,348−2.2% | Reduced |
| Bremer Bank National Association | 61,611 | $4.05M | 0.76% | +61,611 | New |
| Aquatic Capital Management LLC | 61,900 | $4.07M | 0.10% | +61,900 | New |
| Exencial Wealth Advisors, LLC | 62,006 | $4.08M | 0.17% | −6,938−10.1% | Reduced |
| Fiduciary Trust Co | 62,023 | $4.08M | 0.07% | −3,697−5.6% | Reduced |
| Beddow Capital Management Inc | 62,551 | $4.12M | 1.92% | −175−0.3% | Reduced |
| Clear Street Markets LLC | 62,846 | $4.14M | 1.66% | +58,946+1,511.4% | Added |
| Raymond James Trust N.A. | 62,954 | $4.14M | 0.11% | +1,320+2.1% | Added |
| Sequoia Financial Advisors, LLC | 63,065 | $4.15M | 0.05% | +30,253+92.2% | Added |
| YHB Investment Advisors, Inc. | 64,310 | $4.23M | 0.41% | −7,676−10.7% | Reduced |
| Quantinno Capital Management LP | 64,480 | $4.24M | 0.15% | +8,849+15.9% | Added |
| First Trust Advisors LP | 65,505 | $4.31M | 0.00% | −2,997−4.4% | Reduced |
| Blair William & Co | 65,517 | $4.31M | 0.01% | +3,308+5.3% | Added |
| Palogic Value Management, L.P. | 65,705 | $4.32M | 1.91% | −9,131−12.2% | Reduced |
| Integrated Advisors Network LLC | 66,019 | $4.34M | 0.25% | −526−0.8% | Reduced |
| Atria Investments LLC | 66,070 | $4.35M | 0.07% | −3,499−5.0% | Reduced |
| Toroso Investments, LLC | 66,291 | $4.36M | 0.10% | −23,661−26.3% | Reduced |
| GYL Financial Synergies, LLC | 67,725 | $4.46M | 0.37% | +1,427+2.2% | Added |
| Griffin Asset Management, Inc. | 67,919 | $4.47M | 0.57% | −490−0.7% | Reduced |
| Advocate Group LLC | 68,022 | $4.48M | 0.96% | −4,606−6.3% | Reduced |
| Peapack Gladstone Financial Corp | 68,193 | $4.49M | 0.08% | −948−1.4% | Reduced |
| Hiddenite Capital Partners LP | 68,500 | $4.51M | 6.62% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 68,650 | $4.52M | 0.51% | −1,400−2.0% | Reduced |
| Brookmont Capital Management | 68,692 | $4.52M | 2.53% | −1,273−1.8% | Reduced |
| Royce & Associates LP | 70,000 | $4.61M | 0.04% | 00.0% | Unchanged |
| Viking Fund Management LLC | 70,000 | $4.61M | 0.90% | 00.0% | Unchanged |
| Veriti Management LLC | 70,396 | $4.63M | 0.41% | +15,013+27.1% | Added |
| Hedges Asset Management LLC | 70,850 | $4.66M | 3.64% | −3,700−5.0% | Reduced |
| Assetmark, Inc | 71,127 | $4.68M | 0.02% | +3,712+5.5% | Added |
| Naviter Wealth, LLC | 71,135 | $4.68M | 0.94% | +15,519+27.9% | Added |
| Roberts Wealth Advisors, LLC | 26,574 | $5.04M | 0.82% | +172+0.7% | Added |
| Brown Brothers Harriman & Co | 76,798 | $5.05M | 0.04% | −510−0.7% | Reduced |
| Synovus Financial Corp | 78,766 | $5.18M | 0.07% | +7,416+10.4% | Added |
| Bulltick Wealth Management, LLC | 78,803 | $5.19M | 1.19% | +37,029+88.6% | Added |
| Nelson Capital Management, LLC | 79,882 | $5.26M | 1.18% | −3,155−3.8% | Reduced |
| Miller Howard Investments Inc | 80,000 | $5.26M | 0.18% | −22,000−21.6% | Reduced |
| South State Corp. | 80,019 | $5.27M | 0.45% | +560+0.7% | Added |
| Azimuth Capital Investment Management LLC | 80,325 | $5.29M | 0.24% | −2,295−2.8% | Reduced |
| Cetera Advisor Networks LLC | 80,523 | $5.30M | 0.03% | −1,296−1.6% | Reduced |
| tru Independence LLC | 82,619 | $5.44M | 1.65% | −7,130−7.9% | Reduced |
| JustInvest LLC | 85,263 | $5.61M | 0.14% | +16,975+24.9% | Added |
| Hennessy Advisors Inc | 85,400 | $5.62M | 0.28% | +85,400 | New |
| Kempner Capital Management Inc. | 86,055 | $5.66M | 3.17% | −320.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 86,152 | $5.67M | 0.07% | −5,801−6.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 86,500 | $5.69M | 0.27% | −2,259−2.5% | Reduced |
| Federated Hermes, Inc. | 89,164 | $5.87M | 0.01% | +29,851+50.3% | Added |
| Keybank National Association | 89,357 | $5.88M | 0.03% | +801+0.9% | Added |
| Clearbridge Investments, LLC | 89,531 | $5.89M | 0.01% | −1,892−2.1% | Reduced |
| Hohimer Wealth Management, LLC | 92,068 | $6.06M | 1.54% | +800+0.9% | Added |
| Bleakley Financial Group, LLC | 94,000 | $6.19M | 0.20% | −3,545−3.6% | Reduced |
| New England Asset Management Inc | 94,235 | $6.20M | 1.00% | −9,250−8.9% | Reduced |